Upper Left Wealth Management, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 980 filers reported holding ISHARES GOLD TR in Q2 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.

Quarter-by-quarter ownership
Upper Left Wealth Management, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$7,608,541
-0.0%
217,449
+4.0%
7.92%
-6.5%
Q2 2023$7,610,787
-4.2%
209,145
-1.7%
8.46%
-6.3%
Q1 2023$7,947,852
+5.4%
212,680
-2.4%
9.03%
+1.3%
Q4 2022$7,541,104
+4.3%
218,014
-3.0%
8.91%
-5.1%
Q3 2022$7,228,000
-6.8%
224,851
-0.5%
9.39%
+4.6%
Q2 2022$7,755,000
-10.2%
226,023
-8.9%
8.98%
+4.1%
Q4 2021$8,637,000248,1828.62%
Other shareholders
ISHARES GOLD TR shareholders Q2 2022
NameSharesValueWeighting ↓
VCU Investment Management Co 1,020,205$34,391,00020.26%
MOON CAPITAL MANAGEMENT LP 1,552,064$52,320,00018.96%
Legend Financial Advisors, Inc. 613,420$20,678,00013.31%
Mader & Shannon Wealth Management, Inc. 670,476$22,602,00011.64%
AllGen Financial Advisors, Inc. 440,265$14,841,33311.39%
Greenline Partners, LLC 1,361,231$45,887,0009.39%
MACRO Consulting Group 495,211$16,685,0008.59%
Proficio Capital Partners LLC 3,075,763$103,643,0007.78%
Zhang Financial LLC 929,324$31,328,0007.69%
Private Harbour Investment Management & Counsel, LLC 243,175$8,197,0007.20%
View complete list of ISHARES GOLD TR shareholders